See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,688 | $39,122+139.5% | $57,179+63.9% | $62,891+49.0% |
| Participation rate | 94.3% | 70.5%+23.8pp | 75.3%+18.9pp | 69.3%+25.0pp |
| Annual return | 5.46% | 9.23%-3.8pp | 14.59%-9.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,053 | $1,874-43.8% | $2,682-60.7% | $2,281-53.8% |
| Participant deferral / active EE | $1,797 | $2,374-24.3% | $3,096-41.9% | $3,203-43.9% |
| Admin fee / account holder | $6,082 | $2,592+134.6% | $3,139+93.7% | $4,296+41.6% |